Actualités

AMD stock has significantly outperformed Nvidia over the last year.

Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

AMD's four-part bond offering gives the chipmaker additional financial flexibility as it expands its artificial-intelligence infrastructure business.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

The data-center opportunity is becoming much broader than GPUs

The chipmaker has had a great year, but its valuation has gotten ahead of its results.

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...

Riot Platforms shares are surging on a deal with a big name in AI.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.